See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,996 | $100,970+94.1% | $96,576+102.9% | $137,256+42.8% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 17.12% | 38.16%-21.0pp | 38.47%-21.3pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,000 | $3,809-73.7% | $3,553-71.9% | $4,156-75.9% |
| Participant deferral / active EE | $4,851 | $8,286-41.5% | $7,956-39.0% | $6,407-24.3% |
| Admin fee / account holder | $27 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |